IIRSX vs. ATLAX
Compare and contrast key facts about Voya Russell Small Cap Index Portfolio (IIRSX) and Atlas U.S. Tactical Income Fund (ATLAX).
IIRSX is managed by Voya. It was launched on Mar 10, 2008. ATLAX is managed by Voya. It was launched on Sep 29, 2015.
Performance
IIRSX vs. ATLAX - Performance Comparison
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IIRSX vs. ATLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIRSX Voya Russell Small Cap Index Portfolio | 0.87% | 12.84% | 11.14% | 16.61% | -20.58% | 14.32% | 19.15% | 24.63% | -11.26% | 14.32% |
ATLAX Atlas U.S. Tactical Income Fund | -1.12% | 13.62% | 4.51% | 9.92% | -23.76% | -1.25% | 1.46% | 4.27% | -8.13% | 2.39% |
Returns By Period
In the year-to-date period, IIRSX achieves a 0.87% return, which is significantly higher than ATLAX's -1.12% return. Over the past 10 years, IIRSX has outperformed ATLAX with an annualized return of 9.46%, while ATLAX has yielded a comparatively lower -0.22% annualized return.
IIRSX
- 1D
- 3.49%
- 1M
- -4.12%
- YTD
- 0.87%
- 6M
- 2.12%
- 1Y
- 23.88%
- 3Y*
- 12.83%
- 5Y*
- 3.21%
- 10Y*
- 9.46%
ATLAX
- 1D
- 0.11%
- 1M
- -2.36%
- YTD
- -1.12%
- 6M
- 1.12%
- 1Y
- 8.96%
- 3Y*
- 8.10%
- 5Y*
- -0.59%
- 10Y*
- -0.22%
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IIRSX vs. ATLAX - Expense Ratio Comparison
IIRSX has a 0.45% expense ratio, which is lower than ATLAX's 1.18% expense ratio.
Return for Risk
IIRSX vs. ATLAX — Risk / Return Rank
IIRSX
ATLAX
IIRSX vs. ATLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Small Cap Index Portfolio (IIRSX) and Atlas U.S. Tactical Income Fund (ATLAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IIRSX | ATLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.24 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.74 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.65 | -1.22 |
Martin ratioReturn relative to average drawdown | 1.42 | 6.38 | -4.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IIRSX | ATLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.24 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | -0.07 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | -0.01 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.01 | +0.24 |
Correlation
The correlation between IIRSX and ATLAX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IIRSX vs. ATLAX - Dividend Comparison
IIRSX's dividend yield for the trailing twelve months is around 12.20%, more than ATLAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIRSX Voya Russell Small Cap Index Portfolio | 12.20% | 12.31% | 7.55% | 5.71% | 11.02% | 0.61% | 6.29% | 12.33% | 8.34% | 7.95% | 12.75% | 11.26% |
ATLAX Atlas U.S. Tactical Income Fund | 5.30% | 4.68% | 5.15% | 3.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IIRSX vs. ATLAX - Drawdown Comparison
The maximum IIRSX drawdown since its inception was -63.18%, which is greater than ATLAX's maximum drawdown of -39.28%. Use the drawdown chart below to compare losses from any high point for IIRSX and ATLAX.
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Drawdown Indicators
| IIRSX | ATLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.18% | -39.28% | -23.90% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -5.11% | -9.11% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -31.49% | -0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -42.32% | -39.28% | -3.04% |
Current DrawdownCurrent decline from peak | -7.98% | -15.44% | +7.46% |
Average DrawdownAverage peak-to-trough decline | -11.50% | -14.58% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.10% | 1.47% | +5.63% |
Volatility
IIRSX vs. ATLAX - Volatility Comparison
Voya Russell Small Cap Index Portfolio (IIRSX) has a higher volatility of 7.61% compared to Atlas U.S. Tactical Income Fund (ATLAX) at 2.84%. This indicates that IIRSX's price experiences larger fluctuations and is considered to be riskier than ATLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IIRSX | ATLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | 2.84% | +4.77% |
Volatility (6M)Calculated over the trailing 6-month period | 14.28% | 3.92% | +10.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.50% | 7.10% | +18.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.11% | 8.88% | +14.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 16.43% | +7.24% |